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3 Apr, 2023
March 2023 Global Market Index Performance
Global equities posted positive returns in March and for the first quarter of 2023. The S&P 500 returned 3.7% and the MSCI ACWI increased 2.5%, with non-U.S. equities underperforming U.S. equities for the month. In the U.S., growth outperformed..
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30 Mar, 2023
Fireside Reading
Six fiction and seven nonfiction books to recommend. Happy reading!FictionLessons in Chemistry, Bonnie GarmusElizabeth Zott is a talented chemistry student, pursuing a graduate degree in 1961 when she ...
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24 Mar, 2023
Angeles Scouts Growth, VC for PE Buildout
Angeles Investments is actively looking to deploy up to $300m in private equity, split betweenrnexternal funds and co-investments. The $6.2bn OCIO sees opportunities in growth equity and early and late-stage venture capital, CIO Michael Rosen...
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20 Mar, 2023
Mismatch
Bankers have always had a bad rap. Cicero, writing in De Officiis in 44 BCE, referenced Cato the Elder, the great Roman philosopher, who, when asked his opinion about lending with interest, replied, ...
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20 Mar, 2023
ESG and Tax Benefits Arent Just for the Rich Anymore
A new kind of index investing is direct indexing " a customized basket of stocks that tracks the benchmark of the investors choosing. This bespoke approach offers many benefits, including tax-loss harvesting and the ability to tailor a...
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16 Mar, 2023
Stretching Your Dollar: How to Protect Your Wealth By Setting Up a Trust
Gary Cloudman, head of fiduciary services at Angeles Wealth Management, joined Cheddar News to discuss the benefits of setting up trusts.
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1 Mar, 2023
Angeles 2023 Long Term Capital Market Assumptions
This report presents Angeles Investment Advisors updated capital market assumptions as of January 2023. These assumptions are used in asset allocation modeling for our clients over a long-term horizon (>10 years).
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1 Mar, 2023
February 2023 Global Market Index Performance
Following a very strong start to the year in January, global equities gave up gains in February. The S&P 500 returned -2.4%, while the MSCI ACWI decreased -2.8%. Non-U.S. equities modestly outperformed U.S. equities for the month, with the MSCI...
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24 Feb, 2023
Inflation Continues to Weigh on Institutional Investors - Angeles CIO
The biggest concern for institutional investors continues to be inflation because that is what drives monetary policy and ultimately impacts economic activity, said Michael A. Rosen, co-founder, managing partner and CIO of Angeles Investments.
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23 Feb, 2023
No Pivot Is Imminent Says The Fed
The Fed has been consistent that no pivot is imminent, says Angles Investments CIO, Michael Rosen. Watch Michaels full interview with Nicole Petallides to hear his thoughts on the current market environment and the months ahead.
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15 Feb, 2023
Angeles Investments Earns B Corporation Certification
Angeles Investments, a global multi-asset investment firm and OCIO with approximately $36 billionin total assets, including $6 billion in discretionary assets under management (as of September 30, 2022), announced that it has been certified...
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14 Feb, 2023
Webinar Replay - A Box of Chocolates
As Forrest Gump reminds us, "Life is like a box of chocolates," - and markets have certainly been no exception. Please join Angeles Investments' Chief Investment Officer, Michael Rosen for a discussion on the markets & the economy
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9 Feb, 2023
Supporting Diversity: Partnership & Engagement to Improve Industry Standards
Diversity, equity, and inclusion (DEI) is critical to Angeles philosophy, including our manager research process. While we actively seek out DEI-focused managers, Angeles believes it is important to also encourage our high conviction managers...
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1 Feb, 2023
January 2023 Global Market Index Performance
Global equities posted positive returns in January. The S&P 500 returned 6.3%, while the MSCI ACWI increased by 7.4%. As dollar weakness continued, non-U.S. equities outperformed U.S. equities for the month. In the U.S., growth outperformed...
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18 Jan, 2023
How Direct Indexing Will Evolve In 2023
Jonathan Foster, President and CEO at AWM, recently spoke with Wealth Solutions Report to share how he expects the conversation around direct indexing will change in 2023, which he believes will greatly benefit both financial advisors and...
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12 Jan, 2023
Natural-Gas Prices Are Topsy-Turvy. Expect More Swings This Winter.
Natural gas has seen a shaky start to 2023, with U.S. prices falling to their lowest level in more than a year just halfway through the winter season, which is typically a period of high demand for the heating fuel...
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5 Jan, 2023
4th Quarter 2022 - Kapitalismus
Revolution spread like wildfire throughout Europe and around the globe in 1848, seemingly out of nowhere. There were early uprisings that year in Sicily and elsewhere, but revolutionary fervor arose most dramatically in France. On 22 February...
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3 Jan, 2023
December 2022 Global Market Index Performance
After a 2-month rally, global equities posted negative returns in December. The S&P 500 returned -5.8%, while the MSCI ACWI fell -3.8%. As dollar weakness continued, non-U.S. equity market performance outperformed U.S. equity performance for the...
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16 Dec, 2022
Blackstone's Real Estate Fund for Wealthy Prompts SEC Queries, Investor Scrutin
"The broker-dealer adviser community is organized around fee generation," Michael Rosen, chief investment officer of Angeles Investment Advisors, a private wealth advisory firm in Santa Monica, California.
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8 Dec, 2022
Angeles Wealth Launches Comprehensive Mission-Related Investing Program
Angeles Wealth Management, today announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families investment and philanthropic activities and deliver bespoke solutions...
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5 Dec, 2022
Don't Give Up on Charitable Giving Just Yet
Marta Ferro, managing director and head of philanthropy at ultra-high-net-worth adviser Angeles Wealth Management, believes some philanthropists will dig deep because they recognize the organizations they support need them more than ever...
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1 Dec, 2022
November 2022 Global Market Index Performance
For the second month in a row, global stock markets posted impressive gains. The S&P 500 returned 5.6%, while the MSCI ACWI advanced 7.6% return as dollar weakness bolstered non-U.S. equity market performance. In the U.S., value stocks continued...
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23 Nov, 2022
Tough Markets, Increased Pleas For Help - Challenges For Philanthropy
Marta Ferro, Managing Director of Philanthropy and Mission Aligned Investing, interviewed with Tom Burroughes on trends and insights into the philanthropic space for charitable families and foundations.
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21 Nov, 2022
Year End Newsletter 2022
We would like to share some time-sensitive information as well as various planning strategies with you as we wrap up 2022.
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